Forvis Mazars Wealth Advisors’s ExxonMobil XOM Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.53M	Buy	44,381 +589	+1%	+$86K	0.14%	73
2025 Q4	$5.27M	Buy	43,792 +1,305	+3%	+$151K	0.1%	94
2025 Q3	$4.79M	Buy	42,487 +118	+0.3%	+$13.1K	0.1%	96
2025 Q2	$4.57M	Buy	42,369 +372	+0.9%	+$39.8K	0.1%	92
2025 Q1	$4.99M	Sell	41,997 -15,223	-27%	-$1.68M	0.12%	85
2024 Q4	$6.16M	Buy	57,220 +205	+0.4%	+$24K	0.14%	81
2024 Q3	$6.68M	Buy	57,015 +16,601	+41%	+$1.92M	0.15%	79
2024 Q2	$4.65M	Buy	40,414 +1,822	+5%	+$212K	0.12%	93
2024 Q1	$4.49M	Sell	38,592 -3,330	-8%	-$348K	0.11%	94
2023 Q4	$4.19M	Sell	41,922 -760	-2%	-$79.9K	0.12%	96
2023 Q3	$5.02M	Sell	42,682 -4,467	-9%	-$490K	0.15%	81
2023 Q2	$5.06M	Sell	47,149 -1,757	-4%	-$192K	0.15%	97
2023 Q1	$5.36M	Sell	48,906 -4,437	-8%	-$491K	0.18%	79
2022 Q4	$5.88M	Sell	53,343 -719	-1%	-$77K	0.21%	78
2022 Q3	$4.72M	Sell	54,062 -1,616	-3%	-$148K	0.19%	81
2022 Q2	$4.77M	Buy	55,678 +19,794	+55%	+$1.79M	0.19%	71
2022 Q1	$2.96M	Buy	35,884 +1,775	+5%	+$138K	0.13%	87
2021 Q4	$2.09M	Sell	34,109 -638	-2%	-$39.9K	0.09%	99
2021 Q3	$2.04M	Buy	34,747 +6,477	+23%	+$369K	0.09%	95
2021 Q2	$1.78M	Sell	28,270 -3,635	-11%	-$217K	0.08%	102
2021 Q1	$1.78M	Sell	31,905 -6,482	-17%	-$340K	0.09%	100
2020 Q4	$1.58M	Buy	38,387 +4,355	+13%	+$163K	0.08%	117
2020 Q3	$1.17M	Sell	34,032 -6,597	-16%	-$270K	0.07%	124
2020 Q2	$1.82M	Buy	40,629 +3,600	+10%	+$161K	0.12%	90
2020 Q1	$1.41M	Sell	37,029 -3,202	-8%	-$177K	0.12%	94
2019 Q4	$2.81M	Sell	40,231 -590	-1%	-$40.8K	0.2%	66
2019 Q3	$2.88M	Buy	40,821 +7,210	+21%	+$521K	0.23%	60
2019 Q2	$2.58M	Sell	33,611 -12,151	-27%	-$941K	0.21%	65
2019 Q1	$3.7M	Buy	45,762 +21,460	+88%	+$1.64M	0.31%	47
2018 Q4	$1.66M	Sell	24,302 -10,314	-30%	-$809K	0.17%	69
2018 Q3	$2.94M	Buy	34,616 +1,066	+3%	+$87.2K	0.26%	49
2018 Q2	$2.77M	Sell	33,550 -293	-0.9%	-$23.3K	0.27%	51
2018 Q1	$2.52M	Buy	33,843 +7,338	+28%	+$587K	0.25%	52
2017 Q4	$2.22M	Sell	26,505 -5,265	-17%	-$435K	0.22%	65
2017 Q3	$2.6M	Sell	31,770 -12,584	-28%	-$999K	0.29%	50
2017 Q2	$3.58M	Buy	44,354 +10,583	+31%	+$866K	0.41%	33
2017 Q1	$2.77M	Sell	33,771 -2,360	-7%	-$197K	0.34%	40
2016 Q4	$3.26M	Buy	36,131 +171	+0.5%	+$14.9K	0.43%	35
2016 Q3	$3.14M	Sell	35,960 -5,808	-14%	-$515K	0.44%	32
2016 Q2	$3.92M	Buy	41,768 +6,286	+18%	+$556K	0.58%	25
2016 Q1	$2.97M	Buy	35,482 +586	+2%	+$46.9K	0.47%	32
2015 Q4	$2.72M	Buy	34,896 +2,089	+6%	+$167K	0.41%	32
2015 Q3	$2.44M	Buy	32,807 +971	+3%	+$74.8K	0.43%	30
2015 Q2	$2.65M	Sell	31,836 -1,549	-5%	-$133K	0.4%	38
2015 Q1	$2.84M	Buy	33,385 +2,104	+7%	+$187K	0.41%	35
2014 Q4	$2.89M	Buy	31,281 +654	+2%	+$61K	0.47%	34
2014 Q3	$2.88M	Sell	30,627 -221	-0.7%	-$22K	0.5%	28
2014 Q2	$3.11M	Sell	30,848 -10,160	-25%	-$1.02M	0.53%	27
2014 Q1	$4.01M	Sell	41,008 -19	-0%	-$1.81K	0.71%	20
2013 Q4	$4.15M	Sell	41,027 -533	-1%	-$49.3K	0.77%	19
2013 Q3	$3.58M	Buy	41,560 +6,525	+19%	+$588K	0.73%	18
2013 Q2	$3.17M	Buy	+35,035	New	+$3.15M	2.51%	3

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XOM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its ExxonMobil (XOM) stake by 1.3% in Q1 2026, buying an estimated $86K and bringing the position to 44,381 shares worth $7.53M. The position accounts for 0.14% of the portfolio, ranked #73.

Forvis Mazars Wealth Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Forvis Mazars Wealth Advisors held 44,381 shares of ExxonMobil worth $7.53M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 589 ExxonMobil shares in Q1 2026, an estimated $86K.
ExxonMobil made up 0.14% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Forvis Mazars Wealth Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.